To assign a contractor to a project/site you must first have the contractor and the project/site in the system.
1. Navigate to a project/site by selecting the ‘Projects’/’Sites’ tab.
2. Find the project/site you want to add contractors to and click on the ‘view’ button. Scroll down to the bottom of the contractors list and look for the following drop down menu.
3. Choose the ‘Contractor’ you want to add from the drop-down (1), select the ‘Timesheet Category’ (2), the ‘Approval Category’ (3), assign the contractor a ‘Contractor Category’ (4) and click on
to add.
4. Assign more contractor categories by selecting them from drop-down and clicking
.
5. Check the box for each worker (1) that you want to ‘Assign to/Remove from Project/Site’, ‘Set as Admin’ or ‘Remove from Admin’ (2). If there are no employees listed you can add employees by following this guide.
Note: ‘Set as Admin’ will send all document requests for this project/site to this worker. Make sure you have added the worker in the system as an admin first. If you need assistance, visit the guide.
6. If needed, edit the ‘Timesheet Category’ (1), ‘Approval Category’ (2) and the ‘Owner’ (3) of the project/site. ‘Update’ in order for the changes to take place (4).
Note: The person nominated as the ‘owner’ will receive all the documents to their dashboard from this contractor on this project/site.
7. The document requests for this project/site will appear on the contractor’s dashboard.